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The Resilient Advisor

This a podcast for Financial Advisors. It is dedicated to helping financial advisors build resilience in their business and personal life. Jay Coulter interviews industry leaders to find the best practices of today's top performers. Topics cover every aspect of the financial services industry so that listeners can stay on top of this rapidly changing industry. More information can be found at www.resilientadvisor.com.
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Now displaying: Page 1
Aug 13, 2021

Jon Dauphiné is the CEO of The Foundation For Financial Planning. He comes on the show to discuss the pro bono planning movement. Later in the show, Adam Holt, CEO of Asset-Map joins Jon & Jay to talk about AdviceTech.LIVE.

Learn more about The Foundation For Financial Planning:

Website: https://ffpprobono.org

LinkedIn: https://www.linkedin.com/company/foundation-for-financial-planning/

Twitter: https://twitter.com/PowerProBono

Connect with Jon:

LinkedIn: https://www.linkedin.com/in/jondauphine/

Twitter: https://twitter.com/DauphineJon

Learn more about AdviceTech.LIVE:

Website: https://www.advicetech.live/

LinkedIn: https://www.linkedin.com/events/6828744993348304896/

Twitter: https://twitter.com/AssetMapLLC

Connect with Adam:

LinkedIn: https://www.linkedin.com/in/hadamholt/

Follow Resilient Advisor™ On Social:

Twitter: https://twitter.com/sjaycoulter

Facebook: https://www.facebook.com/resilientadvisor

LinkedIn: https://www.linkedin.com/in/sjaycoulter

Instagram: https://www.instagram.com/sjaycoulter

Learn more about Resilient Advisor™: https://www.resilientadvisor.com

© Resilient Advisor. All Rights Reserved

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